Several intrepid readers sent this pitch flying my way while we were digging out of our latest snowstorm, and I figured a nice little panic about an $82 billion “missed opportunity” ought to warm me up. Phase 1 Investor, the big “upgrade” letter from Stansberry & Associates, usually gets our readers attention when they send […]
Just as I catch up on some of the favorite stocks in the Gumshoe universe at least once each year, so too I need to check in with all of our watchlist companies — but first, a trade to note for you: Among the non-watchlist stocks that I own or have covered recently, I’m tempted […]
Keith Kohl has been mostly teasing his Bakken shale oil picks in recent months as he sniffs around for new subscribers to Energy Investor, but lately we’ve seen a new ad campaign that teases a stock he calls the “Lord of the Rigs.” Which rolls off the tongue nicely, no? This is the “entry level” […]
This is a note of little consequence, but I’ve promised to share my portfolio when it comes to equity trades so I thought I should let you know that I sold the vast majority of my Intel (INTC) shares over the weekend. Not because I particularly wanted to sell, but because I had sold covered […]
I covered Altius earlier this week, one of the larger positions I own and one of the more interesting over the past month, but they’re moving up to the “Core” list as Sandstorm Gold (SAND) moves down to “speculative” (that’s a measure of how confident I feel about the company’s future, this isn’t a portfolio […]
I’m in the midst of the Annual Review of all the stocks on the Gumshoe spreadsheets. As I said last week, we bumped Sandstorm Gold (SAND) down to a “speculation” because of the uncertainties with some of their streaming deals as a few of their partners have hit hard times (though I haven’t sold any […]
First, let me welcome all of the new members who’ve joined us during this week’s charitable membership drive — you are wonderful people, and it is a delight to work for you every day. I am a little overwhelmed with just how successful our charity drive has become, we’ve now already surpassed last year’s total […]
OK, so this one’s a bit tricky. And not just because the clues are a bit limited. Don’t worry, we’ll still find an answer for you … but a caveat or two first … Frank Curzio edits Phase 1 Investor, which is Stansberry’s “big ticket” newsletter that typically covers small tech, biotech and natural resources […]
I don’t have one big thing to share with you today, or any super-sexy little teaser picks that have jumped out at me as being fun ideas to share with my favorite group of people, and I haven’t done any buying or selling this week to speak of, but there are several stocks that I […]
I’m traveling today so I’ll try to keep it brief for you (“for a change,” sighs the patient reader) … this morning I had a limit buy order triggered on a stock I haven’t written a lot about for you, and there were also some quarterly reports that have made me think over the last […]
I’ve got a whole passel of things to comment on for you today — I want to update my thoughts on some insurance company stocks that I own and that I touted as beneficiaries of a big switch in the insurance market over the past year or so, check in on a buy and a […]
Today I thought I’d finally get around to sniffing out the answers to the Australian Edge teaser from David Dittman about liquefied natural gas (LNG) — we’ve had a lot of questions, and I also personally have a small investment in an LNG stock (that’s Golar LNG, GLNG, which we’ve covered many times in the […]
Well, TGS Nopec (TGS in Oslo, TGSGY for the pink sheets ADR) did indeed release earnings yesterday … and they were about what they had indicated they would be: worse than last year. The stock reacted very mildly, it’s moved up gradually over the last week or so as investors have gotten a bit more […]
I’ve written several times that I’m very impressed with the performance and excellent business model of Ligand Pharmaceuticals (LGND), which I profiled for you back in June when it was in the low $30s and started buying a week or so later personally, but I have been waiting since then for a price dip to […]
Not so often. But that’s what happened this morning for Africa Oil (AOI.V in Canada, where I think it’s probably the largest company on the Venture exchange, and AOIFF on the pink sheets). AOI is roughly a $2 billion company and they just did a brokered private placement of $450 million at C$8.25, which was […]
Last time I wrote about my warrant holdings in both PNC Financial and Boston Private Financial, back in August, I said that the prices are eminently justifiable and there’s still a large potential upside … but that after a solid runup in the prices I would be more likely to sell some of my holdings […]
Just a quick note that a holding I almost never mention, a Swedish closed-end investment fund called Vostok Nafta that was designed to invest in Russian companies, has been sold. It was not a particularly successful investment, I bought it before the collapse of the Russian market and hedged it with put options on the […]
I’ve had some lowball limit orders in for a few companies that I find interesting, and one of them just hit thanks to some bad news from that company so I picked up a few shares. The company is TGS-Nopec (TGS in Oslo, TGSGY for the ADR on the pink sheets), a Norwegian-American oil services […]
Let me warn you up front that today’s missive might be more error-filled and brief than you’ve come to expect — thanks to a sprained thumb I’m hen-pecking my way across the keyboard and, truth be told, I’m already a bit grouchy after having slugged it out with this first sentence. But still, I can’t […]
One of the companies that I ran across while skimming a lot of material about South American oil and gas production, Argentine unconventional shale oil and gas, and the “Vaca Muerta” region is a little firm called Americas Petrogas (BOE.V in Canada, APEOF on the pink sheets). It’s not a NY listed firm, so I […]
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